Elder Law Issues

Fleming & Curti PLC

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

  1. 7월 19일

    Dementia Diagnosis

    Clients often become wary of updating their estate plans after they receive a dementia diagnosis. Fortunately, a diagnosis is not necessarily the cut off for capacity. In this podcast we discuss the level of capacity required to complete estate planning documents. We also discuss some of our experiences with clients who have cognitive impairment diagnoses of various persuasions. Many of them were still able to articulate their wishes and update their documents. A dementia diagnosis does not have to put a stop to your estate plans. In fact, it may be a good indicator to speak with an attorney before it becomes too late.

  2. 7월 12일

    Why Won’t My Family Share Trust Information?

    Why Won’t My Family Share Trust Information? This may be one of the most common questions we receive as an elder law firm. It may be that you are not entitled to the information… or that the trustee is deliberately hiding information you are entitled to receive. Without a copy of the trust, it is impossible to say. Unfortunately, there is no repository of trusts created for law firms such as ours to draw from. Even if you do have a copy, there is not even a guarantee it is the most recent version of the trust. In this podcast we discuss what your options are and when to seek legal advice. Hopefully you’ll think of this podcast if you ever wonder, “Why Won’t My Family Share Trust Information?”

  3. 7월 5일

    AI in The Practice of Law

    AI in The Practice of Law AI is becoming a greater part of everyday life and that includes the legal profession. In this podcast we discuss the applications and pitfalls of AI in the legal space. We touch on hallucinations, confidentiality concerns and human review. Time savings, research and analysis benefits are also points of discussion we will mention. Our experience includes the use of the Clio case management software and its AI systems (especially Vincent), as well as other larger language models. Hopefully this discussion will provide you with a better understanding of AI in the practice of law.

  4. 6월 28일

    Gray Divorce

    Gray Divorce is a concept where older couples divorce late in life. This can be done for personal reasons; however, many wish to use divorce as a tool to get an unwell spouse onto public benefits. While this can work under certain circumstances, we discuss why in most this is unadvisable. Divorce can also have unintended consequences. Such as, the capable now ex-spouse having no authority over medical decisions or the estate of the unwell spouse. The wealth distribution also needs to be considered after a divorce. If the assets are evenly split, the capable spouse may be left with a residence and no cash or vice versa. Agencies will look at the divorce with scrutiny if the asset split is much more favorable to the capable spouse. In this podcast, we discuss alternatives and possible scenarios where a gray divorce might make sense.

  5. 6월 21일

    Family Real Estate Assistance

    Family Real Estate Assistance It is somewhat common for family members to want to assist their loved ones with real estate purchases. Whether this is help with a down payment, outright gifting of a property, or some kind of loan. For estate and tax purposes; however, it is important to be clear about the type of help you are giving. Family real estate assistance can be an amazing gift if done right but good documentation is needed for this. We discuss potential mistakes and consequences for not creating this documentation in this podcast. Today we are joined by friend of the firm (and fellow Tucson attorney), Jeffrey Neff from Neff Law, PLLC.

  6. 6월 14일

    A Look at the Hermitage

    Today we are taking a look at the Hermitage No-Kill Cat Shelter & Sanctuary. Cats have a special place in many of our hearts. Several of our staff own cats and one of our attorneys, Jordan S. Young, even volunteers for the Hermitage. We discuss the Hermitage in this podcast because many of our clients discuss ways they would like to provide for the care of their pets after they pass. The Hermitage has a program specifically for this, so we believe taking a look at the Hermitage may give you some helpful ideas on how to incorporate your furry friends into your estate plans. This week we are joined by Michelle and Tiffany from the Hermitage No-Kill Cat Shelter & Sanctuary.

  7. 6월 7일

    AI and Deeds

    AI and Deeds We have had many clients over the past couple of years wonder if Artificial Intelligence could create deeds and other documents for them. While AI can create documents, we do not often recommend using it for this purpose. AI lacks nuance and expertise. It can also make errors that are easy to overlook. In this podcast we discuss artificial intelligence’s role in creating deeds. We also touch on a human attorney’s role in the preparation of a deed and the positives they bring to the table. Today we are joined by friend of the firm (and fellow Tucson attorney), Jeffrey Neff from Neff Law, PLLC.

  8. 5월 31일

    How Charitable Giving Works Best

    Today we thought we would provide an example of how charitable giving works. We are joined by Alyce Sadongei the executive director of Mission Garden. Mission Garden is a favorite charity of Fleming & Curti, PLC. In this podcast, Alyce Sadongei and Robert B. Fleming discuss how a charitable organization operates and how gifts are likely to be used. You may feel tempted to leave a charitable gift with a caveat that it be used in a specific way. Charities would love to respect your wishes; however, restricting them may impinge on or distract from their mission. We speak about the importance of how charitable giving works best in organizations so that maybe you will feel more comfortable with a general gift. Getting to know a charity that really resonates with the soul is crucial for this.

모두 보기(300개)

소개

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

정보

  • 제작진
    Fleming & Curti PLC
  • 방송 연도
    2023년 - 2026년
  • 에피소드
    300
  • 등급
    전체 연령 사용가
  • 저작권
    © Fleming & Curti PLC. All rights reserved.
  • 웹사이트 보기
    Elder Law Issues

좋아할 만한 다른 항목